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| Fifteen local companies have entered a 54 per cent increase in the export of the us pharmaceutical products to the us |
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| Author：中国铭铉 企划部 Release Time：2017-9-15 10:24:29 Number Browse：986 |
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Medical network - on September 15, as the CFDA formally becomes a member of, for example, China's drug approval system of laws and regulations and the idea of perfecting, drug market continue to strengthen the process, Chinese and foreign resource integration trend is more and more obvious. Many good policies attract foreign companies to enter China, and encourage more and more local drug companies to go abroad.
And, through international exploration in recent years, to have preparation gradually increased, the ability of international enterprises increasingly diversified sea route, a number of layout in advance the international market enterprises have gradually entered the "early harvest".
In the first half of 2017, the import and export of western medicine in China exceeded $10 billion, up 26.4 percent year on year, which was 14.7 percentage points higher than the total growth of pharmaceutical trade. Among them, the value of exports was $1548.4 billion, up 0.98 percent year on year. Imports were $8.49 billion, up 32.5% year on year. On the one hand, due to the cyclical factors in the world economy and the impact of trade structural adjustment, the weak external demand has not been completely changed, and the export growth of preparations has slowed significantly. On the other hand, with the rigid growth of domestic demand and the promotion of industrial norms, the policies introduced in succession will make the competition for the Chinese market more intense.
The potential of emerging markets is huge
"One Belt And One Road" exports are growing fast
In 2016, the global drug market exceeded $1.1 trillion. Although all the developed and emerging markets present increase, but with a large number of the original drug patents expire, national economic growth lead to optimization of medical expenditure and medical system reform, market severe slowdown in economic growth in developed countries, and given priority to with generics emerging market growth significantly.
In the first half of this year, China's export growth of national preparations for the "One Belt And One Road" countries in central and eastern Europe, central Asia and Africa increased by 34.9%, 27.8% and 3.4% respectively. India, the Philippines, Pakistan, Vietnam, myanmar, Russia and Poland is pulling the western medicine preparations for major forces "area" of the country's export growth, the key point of preparation in our country export market. Among them, the our country of India, myanmar, Russia, Bangladesh, etc., to achieve more than 20% of the growth of India's exports of more than $70 million, exports to the Philippines, Pakistan, Thailand and Malaysia are at more than $30 million, is China's preparations for the "area" the top five export markets.
Nigeria, democratic republic of Congo and Tanzania is pulling in the first half of our preparations for the main power of export growth, exports are at more than $12 million, the growth rate reached 10.3%, 44.6% and 44.6% respectively. But for Mali, Egypt and Madagascar, Cameroon, Uganda and South Africa a few major markets such as exports fall, one of Cameroon, Uganda and South Africa's exports fell by more than 15%.
It is worth noting that although China's preparations have been growing rapidly in central and eastern Europe and central Asia, it has a small size, which accounts for a small proportion of China's total pharmaceutical exports, and the market potential remains to be further explored. And Indonesia, Thailand and other asean countries encourage localization production preparation, countries such as South America Peru, venezuela policy adjustment, our country enterprise registration difficulty increase, to participate in bidding exists instability, with oil prices led to a serious local currency devaluation, decreased ability to pay, etc., the western medicine preparations in China appeared a significant drop in exports to these markets. However, China has achieved significant growth in several markets, including the Philippines, Vietnam, dominica and Ecuador.
NO.2 local enterprises
The European and American markets are growing fast
At present, the internationalization of preparations has begun to transform from traditional medicine enterprises to innovative pharmaceutical enterprises. In recent years, almost all Chinese innovative drug firms began to implement the strategy of facing the internationalization of European and American markets, through the declaration ANDA directly to the U.S. market, and gradually open the copy is the combination and high-end innovative research and development of the era. A group with strong cost control ability and the good hardware and software foundation, and rich experience in European and American markets certification enterprise was born in succession, and gradually established a suitable overseas sales model, has a group of subsequent development of pipe products.
In the first half of this year, our country to the United States exported $145 million, up 3.5% from a year earlier, accounting for 9.4% of the total amount of export, in China increased by 0.2% over the previous year, local enterprises have become the main exports to the us. Among the 20 companies that export to the United States, 15 are domestic enterprises. Huhai, hengrui, nan tonglian, qilu pharmaceutical and human welfare are all doing well. In the first half of this year, the export of American pharmaceutical products exceeded us $6.5 million, which made it a four-digit growth, and became the sixth largest enterprise in China. Huahai pharmaceuticals is currently in the us with 42 ANDA number, 25 of which are listed in the us, and many products are in the leading position in the market. Through the acquisition of shouke health company (SOLCO), the company builds an independent marketing channel to form a well-known sales platform in the industry, covering more than 95 percent of generic drug purchasers. In the first half of this year, huahai pharmaceuticals obtained 3 of the ANDA document, 5 new products and 54 percent of the rapid growth in the export of American pharmaceutical products.
In the first half of the year, China's exports of eu preparations also achieved rapid growth, with the export volume reaching us $260 million, a year-on-year increase of 48.6%. Although exports to the eu's preparations in China is still in novo nordisk, astrazeneca, multinational companies such as Pfizer is given priority to, but domestic enterprises in our country has entered a rapid growth, exports to the eu and mainly focused on the market, such as Britain, Germany, Spain and the Netherlands. Huahai pharmaceutical have 12 products on sale in 24 countries in Europe and Shanghai RongHeng, shenzhen heaven to jun, anhui hua an, shenzhen, shandong xinhua and east sunshine in channels and the advantage and performance significantly. Exports to France and Denmark are dominated by antimalarial and generic products, which are entered into markets such as Africa through entrustment processing and re-export trade.
NO.3 export structure was further optimized
High value-added products are growing fast
The value of the hormone is rising
A total of 71 in the first half of the western medicine preparations for export, anti-tumor, psychiatric, antivirus, resistance to high blood pressure and blood lipid, etc. Series of high value-added products export growth faster, become the main power of pulling agent export growth to Europe and the United States. Hormonal drugs after falling quantity and price of last year, this year appeared a restorative growth, quantity price year-on-year growth of 36% or more, to promote exports of 94% growth in the first half of hormonal drugs, drugs with insulin and cortex steroid drugs and the growth of recombinant human growth hormone is the most significant.
After a few years of slow growth, cephalosporins saw their growth pick up in the first half of this year, up 13.4 per cent year on year, but prices continued to fall 4 per cent year-on-year. Penicillin and vitamin medicines maintained steady growth, with a slight increase of 3.8 percent and 7 percent year-on-year. Export has been the main force, by contrast, anti-infection drugs contrarian downward, quantity price is falling, Europe and the United States and asean market demand, as well as India and Brazil, where is the main reason.
Processing trade is growing rapidly
Warehousing entrepot trade is down heavily
In the first half of the year, China's western pharmaceutical preparation and processing trade exported us $700 million, up 96.3% year on year, accounting for 45.5% of China's total pharmaceutical exports, up by 22 percentage points year-on-year. The export of raw materials processing trade is dominated by foreign investment in China. The main export areas are Australia, South Korea, asean, France, Belgium, India, Hong Kong and India. In feed processing trade, domestic and foreign enterprises equal shares, including local enterprises to export to the United States, Africa, the Spanish market is given priority to, such as foreign investment is given priority to with Australia, Denmark and Japan, etc. In contrast, the warehousing entrepot trade in bonded areas has fallen seriously in recent years, with a year-on-year drop of 96 percent in the first half of the year, accounting for 0.8 percent of total exports, down 19.5 percent year on year. General trade exports were down 4 per cent year on year, the same proportion as last year.
The pace of overseas mergers and acquisitions accelerated
China is upgrading its global industrial chain
With the rapid development of globalization, the pharmaceutical industry chain more clear division of labor, China's pharmaceutical industry in the global industrial chain is not only a low-end position in intermediates, active pharmaceutical ingredients supplier, more and more enterprises at the same time, strengthen and expand their businesses to actively participate in international competition in the market, through the steps of the whole industry chain layout, increase the authentication and the international mergers and acquisitions, the preparation products into the European and American high-end market. In the first half of this year, China's enterprises, a total of 18 ANDA approval document approved in the United States, hengrui pharmaceutical inhalation land halothane respectively approved by Britain, Germany and Holland, huahai pharmaceutical paroxetine capsule first success, all herald the preparations in China in the first copy is a step closer to medicine and international certification areas, enhance the core competitiveness of enterprises effectively.
In addition, the number and scale of mergers and acquisitions of Chinese pharmaceutical companies in regulating the market have also continued to expand, and the pace of international resources has been accelerated. Through mergers and acquisitions overseas drug firms, Chinese companies won the international drug manufacturing and the registry platform, promote the industry upgrading of China's overall drug manufacturing operations, speeded up the process of internationalization, help to promote the overseas market, especially the standardize market share.
If fosun pharma buys Gland pharma, it can help to improve the drug registration ability and talent cultivation of the whole group. The acquisition of Epic is not only to acquire multiple ANDA Numbers, but also to facilitate the extension of its product chain and the layout of subsequent pipeline products; Green leaf acquired Acino's advanced slow - controlled release TDS system for its development of new dosage forms and innovative drug development support. Huahai charlotte in the first half of the factory began to normal operations, effectively through the company in the United States the research production and marketing of industrial chain, promote the company into the United States to control the pace of business and government orders, also boost its exports to the us to continue to maintain rapid growth momentum.
NO.6 import policy assistance
Major import markets have grown substantially
In the first half of the year, the import of Chinese preparations was still dominated by the European Union, accounting for 71.8% of China's total preparation imports. Germany, France, Italy, the United States and Britain for the top five import market, accounting for 60% of total agents imports, and in addition to imported from Italy edged up 8%, imports from other markets have achieved more than 30% of the growth. Some major import agents, such as yongyu pharmaceutical, koyuan xinhai, Shanghai pharmaceutical and other import business growth, are more than 40%. The expansion of domestic market is the main driving factor for import growth. In the first half of the year, China's drug terminal market was 803.7 billion yuan, up 7.8 percent year on year. Astrazeneca, sanofi and bristol-myers were among the biggest increases in drug use.
With the drug approval review speed, several major import drugs appeared in the first half of this year, including glaxo, boehringer ingelheim, roche antitumor drug, bristol-myers squibb, the diabetes medication, and Pfizer anti-rheumatism medicine and so on, import a large number of new drug approvals will cause the change of the domestic market pattern area, drug imports will maintain steady and fast growth.
Trend < < <
The short cycle of long period adjustment bounces
The current global trade recovery, may be in a long period to adjust the rebound in the short cycle of phase, in general medicine trade growth this year will be better than last year, but still faces many unstable and uncertain factors.
In the first place, the anti-globalization trend has increased the economic and trade policies of developed countries, and the rising protectionism tendency is likely to become a concern for the recovery of international trade.
Second, trump's medicine New Deal, the British started to take off the program and so on all have some instability, caused the industry to regulatory coordination, and the fall in commodity prices and high levels of debt will also drag down some drug trade growth in emerging economies such as South America, Africa.
Third, the FDA, the European Union, WHO for Chinese companies such as tighter regulation, routine check and flight check unprecedented, at the same time, the state registered review new rules, generics consistency evaluation and a series of new standards, new rules and implementation of all listed for drugs from development to production to made a more strict rules on each link, to the whole process of quality control with a bigger specification requirements.
Finally, the environmental protection requirements are more strict, the new environmental protection tax law is about to be implemented, the company is moved, and the price of the raw materials brought by this will bring new challenges to the production enterprises. (the writer is from the China health insurance chamber)
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